Fund Operations Specialist

3 weeks ago

Melbourne, Australia Equity Trustees Full time

We have an exciting opportunity for you to become a valued member of our Operations & Oversight team at Equity Trustees. In this role, you'll play a crucial role in supporting the operational functions across extensive clients and managed funds serviced by the Corporate Trustee Services business.

**About the role**:

- Handle regular operational tasks, including necessary filings with service providers, regulatory authorities, and government bodies, following established processes
- Participate in the set-up of managed investment schemes, collaborating with internal stakeholders and external service providers to complete the necessary document filings
- Assist with the ongoing operational requirements of managed funds such as market account renewal and tax relief documentation
- Manage records for seamless operations, ensuring all filings are up-to-date and compliant.
- Assist with fund-related expenses and invoices as needed
- Create and maintain procedure manuals to ensure smooth operations, and provide ongoing updates
- Actively contribute to recommendations for operational enhancements
- Provide accurate and timely data to internal and external stakeholders (administrators, platforms, researchers, etc.) for all Funds
- Tackle various ad-hoc tasks and lodgments
- Engage in project work and play an active role in team projects
- Provide support to the team and management in ad-hoc tasks

**What you'll need to succeed**:

- Experience within the Managed Funds Industry - fund administration, custody and investments operations
- Ability to complete set tasks fully and accurately
- Time management abilities to ensure timely completion of all requirements
- Demonstrated ability to be flexible and manage a variety of simultaneous tasks
- Great attention to detail
- Competent use of the Microsoft Office suite
- Ability to work with a wide range of people
- Strong written and verbal communication skills
- Good mathematical abilities
- Continuous improvement mindset
- Related qualifications in business or Finance highly regarded

**What we offer**:

- A warm, open, and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
- Discounted tax and estate planning services
- Great central CBD location, Modern office fit-out and end-of-trip facilities.
- Flexible/Hybrid working environment

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

**#LI-Hybrid

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